We’ll add our strengths to yours.

Screen Shot 2019-01-11 at 4.30.06 PM.png

As a Certified Financial Planner, I signed the following oath: I believe in placing your best interests first. Therefore, I am proud to commit to the following fiduciary principles.

  • I will always put your best interests first.

  • I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.

  • I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.

  • I will avoid conflicts of interest. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

As YOUR financial planner, I’ll add this:

  • I’ll listen to you. And understand what you need me to know before sharing my knowledge.

  • I’ll leave you alone unless we’ve got something to talk about.

  • I won’t assume that your retirement dream includes a sailboat, a beach or a surfboard. If it does, great - you just won’t see that crap from me.